Wealthmd Corporation

Wealthmd Corporation (CRD# 140498) is a financial advisory firm headquartered in Louisville, KY. They manage $110,400,247 in 1,484 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    1,484
    ACCOUNTS
  • Average Account Value
    $74,394
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, TX

Financial Advisors at Wealthmd Corporation
Showing 1 - 1 of 1 top financial advisors.
1
Philip P. Sallee
CRD#: 4120662
1706 Bardstown Road, Second Floor, Louisville, KY 40205
93
Wealthminder
score

Philip Sallee (CRD# 4120662) is an Investment Advisor Representative working at Wealthmd Corporation in Louisville, KY and has over 16 years of experience in the finance industry.

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